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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,337 | $72,269+1.5% | $101,271-27.6% | $79,852-8.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 46.12% | 22.29%+23.8pp | 46.48%-0.4pp | 31.72%+14.4pp |
| Employer contribution / active EE | $204 | $2,692-92.4% | $3,660-94.4% | $2,471-91.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $155 | $4,401-96.5% | $5,948-97.4% | $5,306-97.1% |